What We Do
F2 Strategy addresses the widening gap between expectations of affluent clients and their wealth management experience.
Our perspective comes from a long history of innovation and transformative technical projects within major financial institutions. We’ve lead organizations through revolutionary initiatives such as robo-advisor integration, paperless client onboarding, portfolio management automation, digital client engagement, and many other areas currently challenging our industry.
Our Latest Insights
What's the most exciting technology for RIAs?
Source: Investment News
October 1, 2017
Addepar deal may salve big, lingering pain point for RIAs who use alternative investments
May 19, 2017
Addepar secures Morgan Stanley account by winning a test of wills and setting a small army on Manhattan
January 18, 2017
Junxure 2017 Advisor Conference
September 28 & 29, 2017
Aria, Las Vegas, NV
WealthManagement.com 2017 Executive Forum and Industry Awards
October 11, 2017
The Plaza Hotel, New York, NY
Featured Speaker & Host
InvestCloud 2017 User Conference
October 18 - 20, 2017
Las Vegas, CA